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Original filing (PDF)20251002135729NAL0000583553001
FUTURAMIC TOOL & ENGINEERING COMPANY
Form 5500
FILING_RECEIVED
FUTURAMIC TOOL & ENGINEERING COMPANY 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
184
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
7 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FUTURAMIC TOOL & ENGINEERING COMPANY.
Plan sponsor
Name
FUTURAMIC TOOL & ENGINEERING COMPANY
EIN
38-1528262
Address
24680 GIBSON DR · WARREN, MI · 480894313
Phone
(586) 497-8850
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2K · 401(m) arrangement
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $64K | — |
Investments
30 direct securities · 7 pooled funds· $33.4M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.7M
30 holdings
Common Collective Trust
$4.7M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Z | — | — | — | $7.7M | 22.9% | |
| Fidelity Freedom 2025 Z | — | — | — | $4.8M | 14.1% | |
| Fidelity Freedom 2030 Z | — | — | — | $4.2M | 12.5% | |
| Fidelity 500 Index | — | — | — | $2.4M | 7.1% | |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $1.9M | 5.5% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $1.5M | 4.5% | |
| Fidelity Freedom 2045 Z | — | — | — | $1.4M | 4.2% | |
| Fidelity Mid Cap Index | — | — | — | $1.1M | 3.3% | |
| Fidelity Freedom 2040 Z | — | — | — | $1.0M | 3.0% | |
| Fidelity Freedom 2050 Z | — | — | — | $922K | 2.7% | |
| Fidelity Freedom 2060 Z | — | — | — | $774K | 2.3% | |
| Fidelity Freedom 2055 Z | — | — | — | $695K | 2.1% | |
| Invesco Growth and Income | — | — | — | $597K | 1.8% | |
| due at various dates through January 2030 | — | — | — | $515K | 1.5% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $514K | 1.5% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $437K | 1.3% | |
| American Beacon Small Cap Value | — | — | — | $423K | 1.2% | |
| Lord Abbett Short Duration Income | — | — | — | $416K | 1.2% | |
| Fidelity Small Cap Index | — | — | — | $367K | 1.1% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $279K | 0.8% | |
| T. Rowe Price Balanced | — | — | — | $174K | 0.5% | |
| Invesco International Small-Mid Company | — | — | — | $172K | 0.5% | |
| Fidelity Freedom 2020 Z | — | — | — | $157K | 0.5% | |
| American Century Inflation Adjusted Bond | — | — | — | $134K | 0.4% | |
| Eaton Vance Income Fund of Boston | — | — | — | $125K | 0.4% | |
| Fidelity Freedom 2065 Z | — | — | — | $118K | 0.3% | |
| MID CAP VAL II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $116K | 0.3% | |
| Fidelity Intial Value Z | — | — | — | $97K | 0.3% | |
| Party Identity of issuer, Description of investment including in borrower, lessor maturity date, rate of interest, Current Interest or similar party collateral, par or maturity value * Fidelity Strategic Income | — | — | — | $84K | 0.2% | |
| American Century One Choice Aggressive | — | — | — | $72K | 0.2% | |
| Metropolitan Life Insurance Co. MetLife Life Insurance Annuities | — | — | — | $59K | 0.2% | |
| American Century One Choice Moderate | — | — | — | $43K | 0.1% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $22K | <0.1% | |
| Metropolitan West Total Return Bond | — | — | — | $19K | <0.1% | |
| Fidelity Freedom Income Z | — | — | — | $15K | <0.1% | |
| Prudential Global Real Estate | — | — | — | $5K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $3K | <0.1% |
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